Mortgage Professional

3 weeks ago


London, Greater London, United Kingdom Mortgage Advice Bureau Full time
About the Role

We are seeking an experienced Mortgage & Protection Advisor to join our successful team at Mortgage Advice Bureau. This is an exciting opportunity for a driven individual to play a pivotal role in providing top-notch service to our valued customers.

The successful candidate will be responsible for engaging with the New Business team to take qualified leads, skilfully navigating the financial landscape of their customers to source the most suitable products tailored to requirements, and delivering impactful sales calls, providing well-researched recommendations rooted in comprehensive product knowledge.

Key Responsibilities:

  • Engage with the New Business team to take qualified leads
  • Skilfully navigate the financial landscape of your customer to source the most suitable products tailored to requirements
  • Deliver impactful sales calls, providing well-researched recommendations rooted in comprehensive product knowledge
  • Collaborate closely with lenders to facilitate smooth case processing
  • Work in tandem with the Case Management team to work cases towards successful completion
  • Proactively follow up on leads and diligently chase cases for updates
  • Achieve minimum targets with meticulous care and attention
  • Uphold personal performance standards of excellence
  • Stay abreast of evolving FCA requirements and industry changes
  • Fulfill CPD requirements to maintain professional competence
  • Adhere to company compliance protocols, promptly addressing feedback and implementing necessary actions
  • Promote best advice and set a stellar example in customer care
  • Champion the brand and uphold best practices consistently

About Us

We're more than just a financial services company – we're industry leaders committed to integrity, professionalism, and unparalleled customer satisfaction. Not only are we the biggest Second Charge Mortgage Broker in the UK, but we also specialise in First Charge Mortgages, Equity Release, Insurance, and Bridging Loans.

What We Offer

  • Rising holiday entitlement up to a maximum of 30 days (excluding bank holidays)
  • Your birthday off work
  • Holiday buy & sell scheme
  • Private Healthcare with Vitality Health
  • Death in service cover
  • Fee-free products for your friends and family
  • Regular social and charity events
  • Onsite food provision and restaurant facilities at HO, Horwich
  • Free tea, coffee & fresh fruit daily
  • 'Freebie Fridays' on the first Friday of every month
  • Cycle to work scheme
  • Access to stimulating training & development
  • In-house leadership academy for future leaders
  • Great location close to transport links
  • Free parking onsite HO, Horwich

Salary: £40-45K per annum, plus benefits. Location: Horwich, Bolton. This is an excellent opportunity for a driven individual to grow their career with a thriving company experiencing continuous growth.



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